For offices
01AccountingAsk each client only for what’s missing.→02NotariesThe AI works in your office, beside your files.→03LawA conflict search, ready before you call back.→For companies
04PlantsWhen your estimator retires, keep what they know.→05DistributorsKnow the landed cost before you order.→06OperatorsEvery business you own, in one view.→
Tremblay & fils · 2025● Held for approval
- RRSP receiptMissing
- T5 · DesjardinsMissing
- T4 · employerReceived
Dossier 2025-118 · Vente● À vérifier
- Certificat de localisationManquant
- Preuve d’assuranceManquant
- Pièce d’identitéReçue
Conflict search · new client● Ready for the lawyer
- Parties checked3
- Possible linkFormer matter, 2022
- SourceShown for each match
Quote memory · Bracket 6061Source shown
- Last quoted2023 · C$12.80
- ReasonRepeat order, no rush fee
- Confirmed byR. Gagnon
Landed cost · PO 8812Arithmetic shown
- Supplier priceQuote, p. 1
- Freight and dutyBroker table
- Counter-tariffAdded before you order
Group view · 3 businessesSource and date shown
- StoresPOS export · Oct 6
- CafésOther POS · Oct 6
- WholesaleLedger · Oct 5
Engine B
Installed on your computers and kept running by our engineers.
Next Insurance brokers, defence and aerospace suppliers, and dental clinics.
All industries →Industries
One engine, set up for your work.
Engine B fits any business that runs on clients, suppliers, rules and approvals. These are the trades we start with, each with its first job.
IndustryThe first job
01AccountingAsk each client only for what’s missing.→02NotariesThe AI works in your office, beside your files.→03LawA conflict search, ready before you call back.→04PlantsWhen your estimator retires, keep what they know.→05DistributorsKnow the landed cost before you order.→06OperatorsEvery business you own, in one view.→01
Accounting and CPA firms
Tremblay & fils · 2025 tax year● Held for approval
- RRSP receiptNew account opened in MarchMissing
- T5 · DesjardinsOn last year’s fileMissing
- T4 · employerNot askedReceived
- LanguageFrançais
MBMarie B. AccountantApproves before anything is sent
Ask each client only for what’s missing.
- The job
- Last year’s files are loaded once. Each client’s slips are compared with them, and the engine drafts one list of only what is missing, with the arithmetic shown. You approve each list before it goes out, in French or English.
Each firm needs its prior-year import.
02
Notarial firms
Dossier 2025-118 · Vente● À vérifier
- Certificat de localisationDemandé au vendeurManquant
- Preuve d’assuranceDemandée à l’acheteurManquant
- Pièce d’identitéVérifiée le 3 oct.Reçue
- LangueFrançais
CLMe C. Lavoie NotaireApproves before anything is sent
The AI works in your office, beside your files.
- The job
- When a dossier opens, the engine prepares the list of missing documents in French, for the notary to check before it goes out.
Pilots start once the link to your notarial software is verified.
03
Law firms of 5 to 25 lawyers
Conflict search · new client● Ready for the lawyer
- Parties checkedFrom the inquiry email3
- Possible linkOpposing party, same nameFormer matter, 2022
- Other matchesNone
- SourceShown for each match
JRJ. Roy PartnerApproves before anything is sent
A conflict search, ready before you call back.
- The job
- When a new inquiry arrives, the names in it are matched against your matters and parties. Possible conflicts are shown with the records behind them. A lawyer decides on every match.
- Also
- Privileged matters local by default: in our design.
Pilots start once the link to your practice software is verified.
04
Manufacturers and job shops, 50 to 200 staff
Quote memory · Flange, 6061Source shown
- Last quotedQuote Q-22912023 · C$12.80
- MaterialDrawing rev. C6061-T6
- ReasonEmail, 14 Mar 2023Repeat order, no rush fee
- ConfirmedEstimatorR. Gagnon
RGR. Gagnon EstimatorApproves before anything is sent
When your estimator retires, keep what they know.
- The job
- Past quotes, prices and the reasons behind them go into a model of your business. Your people confirm each fact. The next estimator looks it up, with its source.
- Also
- Order drafts from emailed POs.
05
Distributors and importers
Landed cost · PO 8812Arithmetic shown
- Supplier priceIn USDQuote, p. 1
- FreightPer containerForwarder rate
- Duty and surtaxCounter-tariff includedBroker’s table
- ExchangeSource shownRate on the day
SDS. Dubé OwnerApproves before anything is sent
Know the landed cost before you order.
- The job
- Duty, surtax, freight and exchange, worked out per SKU the same way every time, with every input shown, before you place the order. A decision aid for you and your customs broker, not customs advice.
- Also
- Draft orders that show their evidence.
Landed cost is next. Engine B does not classify goods or file customs.
06
Owners running several businesses
Group view · 3 businessesSource and date shown
- StoresOct 6POS export
- CafésOct 6Other POS
- WholesaleOct 5Ledger
- OwnerConfirmed facts onlyOne view
ATA. Tremblay OwnerApproves before anything is sent
Every business you own, in one view.
- The job
- Stores on one POS, cafés on another, wholesale on a ledger. The engine brings them into one model of your business and shows where each figure came from, and when.
- Also
- Proposed first step: last month’s exports from two businesses, joined into ten sourced numbers.
Joining two systems is next.
07
Next on the list
Insurance brokers
Urgent items first, with how sure it is. Renewals once the link to your broker system works.
Defence and aerospace suppliers
Controlled data on your floor, with the door closed.
Dental clinics
Keep your practice software. The engine works beside it.
Your work isn’t here?
If your work runs on clients, suppliers, rules and approvals, a 30-minute demo will tell you if Engine B fits.